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Macronix - No LTAs but relatively insulated from DC capex. Gross margin now at 64% and EPS close to the aggressively raised Q2 forecast of 4.
Macro: US dollar strength hurting commodities and crypto. Inverse correlation more pronounced recently.
Macro hedge fund Deem received about $1 billion in new capital from Abu Dhabi’s ADIC
Macron's Versailles diplomacy wins mixed results over decade in power
Macron's Versailles diplomacy wins mixed results over decade in power
Macron tells Zelensky he had ‘difficult’ meeting with Trump ahead of Ukraine talks as duo caught in hot-mic moment
Macron says he had a 'difficult' meeting with President Trump
Macron and Trump test their bruised bromance at G7 summit
Macron says French Navy, backed by the UK, intercepted a sanctioned tanker from Russia
Macro events to follow this week👇
